See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $418,862 | $214,378+95.4% | $200,582+108.8% | $142,382+194.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.22% | 46.41%-28.2pp | 42.33%-24.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $9,204 | $6,841+34.5% | $6,419+43.4% | $4,299+114.1% |
| Participant deferral / active EE | $18,960 | $9,865+92.2% | $9,331+103.2% | $6,507+191.4% |
| Admin fee / account holder | $200 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |